Free educational event, covering:
1. Why you need an estate plan, even if you aren't rich. (And, how it may be even more important for families of modest means)
2. The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you've worked with a lawyer)
3. How often your will or trust need to be reviewed and updated to make sure they work and don't end up a pile of expensive paper in your drawer.
4. What estate planning should cost and who pays the cost of a "too cheap" plan.
Two dates to choose from:
TUESDAY, MARCH 19TH 6:00 P.M.
WEDNESDAY, MARCH 20TH 11:30 A.M.
Visalia Convention Center, San Joaquin A
My name is Heather Pietroforte, your neighborhood Family Business Lawyer and I’m going to SHOCK YOU, then give you a gift more powerful than a blarney stone or four leaf clover.
Did you know that unless your estate plan is set up properly and kept up to date it could cost your family as much as it costs to buy a new car?
Probate Can Be Brutally Expensive And Time Consuming
Probate is the state court process that legally transfers your assets to your beneficiaries after your death. Like any court process, probate is expensive, time-consuming, inconvenient and completely open to the public.
The cost of probate includes attorney’s fees,executor’s fees, court filing fees, bond fees, and appraisal fees.
On a relatively small estate that has a value of only $250,000, you could be looking at almost $12,500 in JUST probate expenses - That’s enough to buy a whole car!
If you think your estate isn’t that big, have you considered the value of your house, even in today’s market merely probating your house will cost your family a pretty penny.
Paying Estate Taxes Is Completely Voluntary
You know that the government likes to dip it’s fingers into your pot of gold now but when you’re gone...they want to take handfuls of gold from your children and spouse.
Your Children Could Be Taken Into the Arms of Strangers…Even If You Have Named Guardians and Have Will!
To make sure your kids are not taken into the arms of strangers, even for a minute, and your money is immediately and readily available, you MUST set up a Comprehensive Kids Protection Plan®.
Free Family Wealth Planning Session Shows You How To Make Sure Your Spouse, Children, & Assets Are Totally Protected
If you are one of the first 5 people to schedule a planning session - a $750 value - during the month of March, I will give it to you for FREE. During your private, NO OBLIGATION session you will discover:
• How To protect the assets you’ve worked a lifetime to acquire – cash, real estate, securities, business interests, life insurance, pension, etc.
• How to hand down anything you own to anyone you choose – without interference from courts, creditors, relatives or the IRS.
• How to beat the estate tax no matter how big your estate is – even if it’s not covered by the marital deduction.
• How to make sure your children are taken care of should something happen to you
• And much more...
To schedule your free Family Wealth Planning session, simply call me at (559) 684-9700 and say you want the “St. Patrick’s Special”. Please call now because appointments are limited to the first 5 people who make an appointment this month.
This month, in honor of the New Year, we have a special “get organized” for your loved ones special going on here at Family Business Lawyer® headquarters. Be one of the first 5 families to get on our calendar this month and we’ll get you organized in our Family Wealth Planning Session, waive our normal $750 fee and send you home with all of your most important papers organized in a Family Financial Freedom Notebook that will make it simple as can be for your family if anything happens to you.
LIFT your business to the next level with solid Legal, Insurance, Financial and Tax foundations + a trusted advisor to guide you
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them).
In one sentence, we help families and businesses avoid collapse after the death or disability of a loved one or business partner.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Or schedule a 15-minute free consultation, and speak with us personally about your family or your business.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
We love our customers, so feel free to visit during normal business hours.
2311 E Tulare Ave., Tulare, CA 93274, US
9:00 am – 5:00 pm
9:00 am – 5:00 pm
9:00 am – 5:00 pm
9:00 am – 5:00 pm
9:00 am – 12:00 pm
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them, for the long-term. And, it needs to be done legally. So we've created a website to make it easy. You can do it for free here.
What would happen to your kids if something were to happen to you?